CSVRX Mutual Fund (Columbia Small Cap Value Discovery Fund Class R) is managed by Columbia Threadneedle Investments with $4.2M in net assets. CSVRX expense ratio is 1.45%, holding 234 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2010-09-27.

CSVRX performance shows a YTD return of 18.37%. The 1-year return is 38.78% and the 5-year return is 14.88%. CSVRX dividend yield stands at 15.92%, paid semi-annually.

CSVRX top holdings include Jbt Marel (1.3%), Moog Inccommon Stock (1.3%), National Fuel Gas Co (1.3%), Universal Forest Products (1.2%), Meritage Corporation (1.2%). View all CSVRX holdings, sector breakdown, or dividend history.

CSVRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSVRX alternatives are available via the screener, along with tax-loss harvesting opportunities.